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B. Riley Wealth Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

B. Riley Wealth Advisors’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,687
Closed -$447K – 1239
2024
Q3 		$447K Sell
36,687
-785
-2% -$9.25K 0.01% 781
2024
Q2 		$429K Buy
37,472
+2,197
+6% +$24.8K 0.01% 887
2024
Q1 		$358K Buy
35,275
+21
+0.1% +$241 0.01% 958
2023
Q4 		$402K Sell
35,254
-21
-0.1% -$223 0.01% 923
2023
Q3 		$358K Sell
35,275
-4,215
-11% -$46K 0.01% 958
2023
Q2 		$443K Sell
39,490
-675
-2% -$7.54K 0.01% 912
2023
Q1 		$461K Hold
40,165
– – 0.01% 840
2022
Q4 		$445K Buy
40,165
+741
+2% +$8.41K 0.01% 841
2022
Q3 		$463K Buy
39,424
+23
+0.1% +$300 0.01% 789
2022
Q2 		$520K Buy
39,401
+19,187
+95% +$248K 0.02% 642
2022
Q1 		$270K Buy
20,214
+1,595
+9% +$22.7K 0.01% 1064
2021
Q4 		$296K Buy
18,619
+3,585
+24% +$55.6K 0.01% 1083
2021
Q3 		$236K Buy
15,034
+4,881
+48% +$77.3K 0.01% 1161
2021
Q2 		$162K Buy
10,153
+20
+0.2% +$310 0.01% 1253
2021
Q1 		$151K Buy
+10,133
New +$148K 0.01% 1238
2013
Q3 		– Sell
-6,624
Closed -$95K – 721
2013
Q2 		$95K Buy
+6,624
New +$102K 0.03% 560

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's MUJ Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2024, closing a stake of 36,687 shares — an estimated $447K sold.

B. Riley Wealth Advisors first reported a position in MUJ in Q2 2013 and held it in 16 quarters. The position peaked at $520K in Q2 2022. 74 funds tracked by Wall St. Rank hold MUJ as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 36,687 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2024, an estimated $447K.
  • B. Riley Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2013 and held it in 16 quarters.
  • B. Riley Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $520K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.